Board decisions,
minus the guesswork.
Reserves, budgets, bids, and meeting prep in one calm place, backed by financial clarity you can actually trust.
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Dashboard
Your financial picture, at a glance
Operating Cash
$25,764.59
$1,240vs last month
Reserve Balance
$454,408.94
28% funded
vs $1.6M fully-funded target
Budget vs Actual
Under by $6,905
$62,180 actual · $69,085 budget
Delinquency
$32,303
36 units · 30% rate
Built for the decisions, not the busywork.
Civentry handles the reading, the math, and the paperwork, so the only thing left for the board is the call.
Skip the boring part.
Someone has to read all forty pages of the board packet. Good news: it doesn't have to be you.
See the whole picture.
Cash, budget, and reserves at a glance, instead of three spreadsheets and a prayer.
You make the calls.
Civentry does the math and hands you the answer. It doesn't get a vote, which is probably for the best.
01Dashboard
The whole picture, no scavenger hunt.
Cash, reserves, budget, and who's behind on dues, all surfaced the moment you log in. The answer's no longer on page 17 of Financials_FINAL_v3.pdf.
Operating Cash
$25,764.59
$1,240vs last month
Reserve Balance
$454,408.94
28% funded
vs $1.6M fully-funded target
Budget vs Actual
Under by $6,905
$62,180 actual · $69,085 budget
Delinquency
$32,303
36 units · 30% rate
02Reserves
The reserve study, minus 97 pages.
A hundred pages of reserve study, and you need about three numbers from it: how funded you are, what you’re on track for, and the contribution that keeps a special assessment off the table. Civentry surfaces them.
Reserve Health Score
$454K
reserves today
$1.6M
fully funded
Recommended Monthly
Raising the reserve contribution by $480 a month closes the gap over ten years, no special assessment.
Component replacement timeline
Next 10 yearsExterior paint
2027 · $48K
Roof replacement
2029 · $220K
Asphalt resurface
2031 · $310K
Pool re-plaster
2034 · $62K
03Budget
Catch overspending before the board does.
Budget versus actual, every category, overages flagged automatically. The insurance hike shouldn't be a surprise you discover live, in front of everyone.
Budget vs Actual
FY2026 · year to date
$14,200 of $18,000
$22,640 of $22,000
$11,980 of $12,500
$7,400 of $9,000
$14,400 of $14,400
04Bid center
Pick the bid you can defend later.
Collect bids in one place, compare them side by side, and record exactly why the board chose what it chose. When someone asks next year, the answer's already in the minutes.
Bid Center
3 bids inRoof replacement
RFP closes Mar 14
05Meeting prep
Walk in ready. Skip the homework.
Civentry writes a plain-English brief before every meeting: what's up, what's down, and what a resident's about to grill you on. You'll sound like you read the whole packet. We won't tell.
Treasurer Brief
Income
Dues are landing on time. $61,940 collected this quarter, a 98% on-time rate.
Expenses
Spending is $6,905 under budget, mostly deferred landscaping. Insurance renews in March (+12%).
Reserves
Reserves sit at 28% funded against a $1.6M target, below the 70% comfort line. A $480/mo bump closes the gap over ten years.
Collections
36 units are past due ($32,303). Three accounts crossed 90 days and may need the attorney.
Generated by AI · Approved by the board · Jun 1, 2026
06Transparency
Transparency, without the oversharing.
Give residents a clean, board-approved view of the finances. They see where the money went. They don't see who's three months behind on their dues.
Resident access
Residents get a board-approved, read-only snapshot. No owner names, no unit-level detail.
Resident link
civentry.com/r/maplewood-commonsThey see reserves on plan and the budget under, never an owner’s balance.
07CC&R Assistant
Four cats and a pergola? Ask the documents.
Residents ask the strangest things, and the answer's always buried in 200 pages of CC&Rs. Ask Civentry instead. Plain answer, exact clause, a few seconds.
Ask the CC&Rs
Does a resident need approval to build a pergola?
Yes. Any exterior structure, a pergola included, needs written approval from the architectural committee before work begins.
“No exterior structure, addition, or alteration shall be commenced until the plans have been approved in writing by the Architectural Review Committee.”
CC&Rs · Article V · Section 5.2 · Clause (a)
The origin
Civentry was built by an HOA treasurer who’s good enough with money to save his association plenty of it, but not lucky enough to get out of the job. The finances were never the hard part. The hours were. So he built the tool that hands those hours back.
For management companies
Know which roof goes first.
Civentry reads the reserve studies across your whole book and surfaces the components nearing end of life, each with a path to open bids before a board is scrambling. The portfolio view and per-community billing come standard.
- Reserve-to-bid forecasting across every community
- One portfolio view, one login for your whole book
- Per-community billing with volume discounts
Reserve forecast
12 communitiesComponents nearing end of life across your book, each with a path to start bids.
Maplewood Commons
Roof · ends 2026
Oak Hill HOA
Asphalt resurface · ends 2027
Cedar Ridge
Pool deck · ends 2026
Birchwood Village
Exterior paint · ends 2028
Pricing
Priced for volunteer budgets.
Flat per community, not per door. Approve it with the annual budget and move on.
Solo
Start hereFor the treasurer doing it all, out of their own pocket.
2 months free · or $9/mo
Get started- One treasurer (single login)
- Monthly financials and dashboard
- AI summaries and board talking points
- Basic meeting prep
- 12 months of history
Board
Most popularFor the whole board, priced per community.
2 months free · or $39/mo
Get startedEverything in Solo, plus:
- Up to 10 board members
- Red flags and variance analysis
- Reserve study analysis
- Budget builder
- Bid center (QuixBid) and decision records
- Agenda-aware meeting prep
- CC&R Assistant
- Resident transparency controls
- Unlimited history and uploads
Management
For companies running a whole book of communities.
Automatic volume discounts as you grow.
Get startedEverything in Board, for every community, plus:
- One login across your whole portfolio
- Portfolio view of every community
- Reserve-to-bid forecasting across communities
- Per-community billing
You can’t quit.
Civentry’s the next best thing.
Get the tedious part off your plate, and your evenings back.
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